IRC

Investors Research Corp Portfolio holdings

AUM $546M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$852K
2
+$569K
3
+$537K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$536K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$352K

Top Sells

1
+$1.54M
2
+$1.54M
3
+$1.53M
4
AMD icon
Advanced Micro Devices
AMD
+$1.39M
5
IBM icon
IBM
IBM
+$982K

Sector Composition

1 Financials 8.86%
2 Consumer Discretionary 8.01%
3 Industrials 4.67%
4 Technology 4.48%
5 Materials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$655K 0.15%
17,752
-225
177
$636K 0.15%
45,794
-2,012
178
$636K 0.15%
32,102
-150
179
$636K 0.15%
6,008
+449
180
$587K 0.14%
13,875
-850
181
$585K 0.14%
15,842
-300
182
$582K 0.14%
4,354
+650
183
$579K 0.14%
19,867
+775
184
$578K 0.14%
11,586
185
$577K 0.13%
11,868
-850
186
$572K 0.13%
5,575
-250
187
$571K 0.13%
9,925
-1,000
188
$569K 0.13%
5,831
-175
189
$563K 0.13%
9,723
190
$555K 0.13%
28,998
-811
191
$555K 0.13%
20,163
-1,075
192
$554K 0.13%
12,951
-425
193
$552K 0.13%
21,147
-308
194
$546K 0.13%
8,923
195
$539K 0.13%
39,275
-450
196
$533K 0.12%
9,071
197
$528K 0.12%
3,769
-551
198
$526K 0.12%
29,386
+2,723
199
$526K 0.12%
9,166
-11,704
200
$525K 0.12%
6,175
-100
6 7
8
9 10